The Investor Playbook

$9.00

Your shortcut to confident investor conversations.

The Investor Playbook packages the essential tools you need to guide, protect, and impress investor clients without second-guessing yourself.

Inside, you’ll get:

  • Scripts → What to say in investor conversations (Advisor + Lead scenarios)

  • Discovery Questionnaire → Branching questions to uncover goals and hesitations

  • Cheat Sheet → Residential vs. Commercial at a glance

  • Quick Deal Screening Worksheet (Excel) → Fast filter to spot risks and red flags

  • Red Flag Matrix → Know what’s safe, cautious, and off-limits

  • Case Studies → Real-world lessons that bring the concepts to life

Whether you’re new to CRE conversations or already working with investors, this Playbook helps you look polished, credible, and prepared.

Your shortcut to confident investor conversations.

The Investor Playbook packages the essential tools you need to guide, protect, and impress investor clients without second-guessing yourself.

Inside, you’ll get:

  • Scripts → What to say in investor conversations (Advisor + Lead scenarios)

  • Discovery Questionnaire → Branching questions to uncover goals and hesitations

  • Cheat Sheet → Residential vs. Commercial at a glance

  • Quick Deal Screening Worksheet (Excel) → Fast filter to spot risks and red flags

  • Red Flag Matrix → Know what’s safe, cautious, and off-limits

  • Case Studies → Real-world lessons that bring the concepts to life

Whether you’re new to CRE conversations or already working with investors, this Playbook helps you look polished, credible, and prepared.